格隆汇10月13日丨海目星(688559.SH)公布，2025年10月13日，公司通过上海证券交易所交易系统以集中竞价交易方式首次回购公司股份52.54万股，占公司总股本的比例为0.2121%，回购 ...

2024年1至12月份，海目星的营业收入构成为：专用设备制造占比92.8%，其他业务占比7.2%。 截至发稿，海目星市值为99亿元。 每经头条（nbdtoutiao）——AI技术滥用调查：明星可被"一键换装"，"擦边"内容成流量密码，技术防 线为何形同虚设？ 每经AI快讯，海目星（SH 688559，收盘价：40.14元）10月13日晚间发布公告称，2025年10月13日，公 司通过上海证券交易所交易系统以集中竞价交易方式首次回购公司股份约53万股，占公司总股本约2.48 亿股的比例为0.2121%，回购成交的最高价为人民币40.34元/股，最低价为人民币39.38元/股，支付的资 金总额为人民币约2100万元。 （记者 胡玲） ...

具体内容详见公司分别于 2025 年 8 月 28 日、2025 年 9 月 26 日在上海证券交 易所网站（www.sse.com.cn）上披露的《关于以集中竞价交易方式回购股份的预案》 《关于以集中竞价交易方式回购股份的回购报告书》。 二、首次回购股份的基本情况 证券代码：688559 证券简称：海目星 公告编号：2025-054 海目星激光科技集团股份有限公司 关于以集中竞价方式首次回购股份的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： | 回购方案首次披露日 | 2025/8/28 | | | | | | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 2025 年 8 月 27 8 | 日~2026 | 年 | 月 | 26 日 | | 预计回购金额 | 1,800万元~3,600万元 | | | | | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 | | | | | | | □用于转换公司可转债 □为维护公司价值及股东权益 ...

南财智讯10月13日电，海目星公告，公司于2025年10月13日首次通过集中竞价交易方式回购股份52.54 万股，占公司总股本的0.2121%，支付资金总额为2099.69万元（不含交易费用）。回购价格区间为 39.38元/股至40.34元/股。此次回购是基于公司2025年8月27日第三届董事会第十七次会议审议通过的回 购方案，回购金额预计在1800万元至3600万元之间，回购期限为12个月。回购股份拟用于股权激励或员 工持股计划。 ...

Core Insights - Institutional research movements serve as a barometer for institutional capital trends [1] Group 1: Institutional Research Trends - Since September, brokers have conducted research on over 880 listed companies, with the highest concentration in the machinery, electronics, and pharmaceutical industries [2][3] - The machinery sector has attracted significant attention, with 136 listed companies being researched. Notable companies include Zhongkong Technology, which was investigated by 36 brokers focusing on its "industrial embodied intelligence" applications [3][4] - The electronics sector has also seen considerable interest, with 109 companies researched. Companies like Lanke Technology and Juguang Technology attracted 54 and 44 brokers, respectively, both experiencing stock price increases of over 120% this year [3][5] Group 2: Pharmaceutical Industry Focus - The pharmaceutical and biotechnology sector has been a hot topic, with over 70 companies researched since September. Maiwei Biotech was the most popular, attracting 45 brokers focusing on its small nucleic acid platform [4][5] Group 3: Impact of Export Control Policies - Following the announcement of export control measures on certain materials, 39 listed companies were quickly researched, primarily in machinery, power equipment, and basic chemicals [7] - Companies like Rongbai Technology received significant attention, hosting 162 institutional investors for discussions on the implications of the new export controls [7][8] - Other companies, such as Sifangda and Juli Sogou, also saw increased research activity, with Juli Sogou's stock rising nearly 134% this year due to its focus on deep-sea technology [8][9] Group 4: Market Outlook - Despite recent global market fluctuations, analysts remain optimistic about the A-share market's medium-term prospects, citing potential improvements in corporate earnings and ongoing capital inflows [10] - Analysts suggest focusing on high-dividend and consumer sectors in the short term, while maintaining a medium-term outlook on TMT and advanced manufacturing sectors [10]

Group 1 - China's Ministry of Commerce and General Administration of Customs announced export controls on lithium battery-related materials and equipment, marking the first time such controls have been explicitly applied to lithium manufacturing equipment [1] - The export controls will take effect on November 8 and cover the entire industry chain from key materials to core equipment, aiming to regulate high-end technology while balancing national security and industrial competitiveness [1][2] - The controls specifically target high-end lithium battery products with an energy density of ≥300Wh/kg, focusing on next-generation technologies like semi-solid and solid-state batteries, while mainstream liquid batteries (around 260Wh/kg) are not affected [2] Group 2 - Leading companies in the lithium battery equipment sector, such as HaiMuxing and XianDao Intelligent, have shown resilience and strategic stability in response to the policy changes, indicating that the export controls do not equate to a ban on exports [3] - Companies can still apply for export licenses, although the time and financial costs associated with exporting may increase [2][3] - The long-term impact of the export controls is expected to drive the industry towards healthier, more localized, and strategically controlled development, with top companies likely to gain more stable overseas market shares and better profitability [3]

（记者 曾健辉） 截至发稿，海目星市值为96亿元。 每经头条（nbdtoutiao）——天水麻辣烫、淄博烧烤、荣昌卤鹅⋯⋯"泼天流量"退去后，这些城市怎么 样了？ 每经AI快讯，海目星（SH 688559，收盘价：38.8元）10月10日晚间发布公告称，截至2025年9月30日， 公司尚未开展回购。 2024年1至12月份，海目星的营业收入构成为：专用设备制造占比92.8%，其他业务占比7.2%。 ...

证券代码：688559 证券简称：海目星 公告编号：2025-053 根据《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引第 7 号——回购股份》等相关规定，公司在回购期间，应当在每个月的前 3 个交易日 内公告截至上月末的回购进展情况。现将公司回购股份进展情况公告如下： 截至 2025 年 9 月 30 日，公司尚未开展回购。 上述回购进展符合法律法规的规定及既定的回购股份方案。 关于股份回购进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： | 回购方案首次披露日 | 2025/8/28，由实际控制人、董事长兼总经理赵 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | | 盛宇先生提议 | | | | | | | 回购方案实施期限 | 年 月 日 2025 8 26 | 8 | 27 | 日~2026 | 年 | 月 | | 预计回购金额 | 1,800万元~3,600万元 | | | | | | | 回购用途 | □减少注 ...

从资金流向上来看，当日自动化设备板块主力资金净流出26.07亿元，游资资金净流入14.19亿元，散户资 金净流入11.88亿元。自动化设备板块个股资金流向见下表： 证券之星消息，10月10日自动化设备板块较上一交易日下跌3.07%，海目星领跌。当日上证指数报收于 3897.03，下跌0.94%。深证成指报收于13355.42，下跌2.7%。自动化设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600215 | 派斯林 | 7.78 | 10.04% | 36.27万 | | 2.75 Z | | 688306 | 均音智能 | 13.80 | 4.15% | 63.40万 | | 8.61亿 | | 688215 | 瑞晟智能 | 89.82 | 3.99% | 1.94万 | | 1.69 Z | | 603416 | 信捷电气 | 63.87 | 1.82% | - 3.80万 | | 2.45亿 | | 603015 | 弘讯科技 | 12.50 ...

海目星公告，截至2025年9月30日，公司尚未开展股份回购。2025年8月28日，由实际控制人、董事长兼 总经理赵盛宇先生提议，公司决定使用自有资金和/或自筹资金通过上海证券交易所交易系统以集中竞 价交易方式回购公司已发行的部分人民币普通股（A股）股票。预计回购金额在1800万元至3600万元之 间，回购价格不超过46.7元/股。回购期限自董事会审议通过本次回购方案之日起12个月内。 ...